Spreadym

NOVEMBER 3, 2023

It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively. Tax Planning: Optimize your tax strategy to minimize your tax liabilities and maximize your after-tax income. Profit Margins: a.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO News Room

DECEMBER 23, 2022

And so, for advisory firms considering a sale, the current economic and market environment heightens the importance of continued client growth and potentially transitioning key management functions to the next generation (though, ironically, doing so could make selling the firm less desirable ?)

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

DECEMBER 26, 2022

Sales & Marketing. Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance – Despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old. .”

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 8, 2022

And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. And then we look at estate planning. And then in the fall, we look at tax planning. Just wrong fit, wrong stage here. Cean: Yep, yep.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

NOVEMBER 19, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning 130

Planning Leadership Healthcare Accounting 130

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. 01:19:23 [Speaker Changed] I i I think that we’ll say, Hey, this tax plan worked pretty well.

Marketing 106

Marketing Treasury Banking Profit and Loss 106